Administrative Skills, Artificial Intelligence (AI), Banking Services, Board Meeting, Business Administration, Communication Skills, Corporate Governance, Data Analysis, Detail Oriented, Document Management, Documentation, Financial Services, Insurance, Leadership, Legal, Logistics, Materials Management, Meeting Minutes, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Onboarding, Operational Support, Plan Meetings, Power BI, Presentation/Verbal Skills, Privacy Controls, Project Tracking, Records Management, Regulations, Regulatory Submissions, Reporting Skills, Support Documentation, Time Management, Vendor/Supplier Management, Writing Skills
About the Opportunity
We are looking for an experienced Corporate Governance Specialist to support board governance, legal department operations, regulatory coordination, and executive-level records management for a mission-driven financial services organization in Boston.
This role is ideal for someone with experience supporting a Board of Directors, managing board materials and minutes, coordinating committee meetings, handling confidential documents, and working in a regulated environment. The position requires excellent judgment, strong organization, polished communication skills, and the ability to manage sensitive information with discretion.
The role follows a hybrid schedule, with additional onsite time expected during the initial onboarding period.
What You'll Do
- Support corporate governance activities for the Board of Directors and board-level committees
- Coordinate regular and special board and committee meetings, including scheduling, logistics, materials, and follow-up
- Prepare, compile, review, and distribute board and committee meeting materials
- Draft meeting minutes, action items, resolutions, and related governance documentation
- Manage board portal activity, including user access, committee setup, content publishing, and document organization
- Track board attendance, fees, expense reports, director documentation, questionnaires, certifications, and related administrative items
- Maintain confidential board, executive, and legal records in accordance with retention, privacy, and security requirements
- Support secure document submissions, regulatory requests, records management processes, and internal/external portal updates
- Assist with director onboarding and orientation, including schedules, access, accommodations, resources, and meeting-related needs
- Help coordinate annual governance activities, including director elections, ethics certifications, delegation of authority updates, and required forms
- Track legal department projects, deadlines, deliverables, commitments, and follow-up items
- Communicate with internal stakeholders, executive leadership, board members, vendors, and external parties in a professional and confidential manner
- Support vendor management related to board portal tools, including reviews, renewals, and coordination
- Prepare reports, presentations, templates, and other materials for leadership, governance meetings, and regulatory purposes
- Partner with legal, executive, management, and administrative teams to ensure governance processes run smoothly
- Support occasional travel for board meetings and related governance events as needed
What We're Looking For
- 2 to 5 or more years of experience in corporate governance, assistant corporate secretary support, board administration, executive administration, legal operations, or a similar role
- Experience supporting Board of Directors or committee meeting processes
- Experience drafting or preparing meeting minutes, board materials, resolutions, agendas, or governance documentation
- Experience with Diligent Boardbooks or a similar board portal strongly preferred
- Experience working in a regulated industry preferred
- Financial services, banking, insurance, or similar regulated environment experience preferred
- Degree in Business Administration, Communications, Legal Studies, or a related field preferred
- Equivalent relevant experience may be considered
- Strong Microsoft Office skills, including Outlook, Word, Excel, and PowerPoint
- Excellent written and verbal communication skills
- Strong organization, judgment, discretion, and attention to detail
- Ability to manage multiple priorities, deadlines, stakeholders, and confidential matters
- Professional presence and strong service orientation when working with leadership and board members
Preferred Experience
- Prior experience supporting corporate governance in a financial services or regulated environment
- Familiarity with records retention, secure document management, regulatory submissions, and confidential information protocols
- Experience coordinating director onboarding, board logistics, committee materials, and governance calendars
- Familiarity with Power BI, data analytics tools, or artificial intelligence applications is a plus
Compensation & Benefits
- Competitive compensation based on experience
- Annual bonus opportunity
- Hybrid schedule
- Paid time off, sick time, holidays, and personal days
- Healthcare benefits
- 401(k) benefits
- Commuter benefit
- Paid disability benefits
- Student loan repayment benefit
- Strong work-life balance
- Career growth opportunity within a stable, mission-driven organization
Why This Role Stands Out
This is a strong opportunity for a corporate governance professional who wants to support meaningful board operations in a stable, highly respected financial services environment. The role offers visibility with senior leadership, exposure to board-level work, strong benefits, hybrid flexibility, and the opportunity to contribute to a mission focused on housing, community development, and regional economic impact.
Qualified candidates are encouraged to apply.